Optimise your invoicing process

From submission to receipt, our platform simplifies and automates invoicing workflows, empowering your team to make informed decisions and drive cost savings.

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Trusted by leading accountants and bookkeepers globally

Simplify invoicing company-wide

Accountants & Bookkeepers

Only see the authorised payables in your general ledger and control access by keeping approvers out.

CFOs

Develop a reliable invoicing process, preventing invoice fraud and payment risk.

Business Owners & C-Level

Oversee where your money goes and where it's been and give your team the tools they need to spend wisely.

Sales Teams

Control quotes and invoices, manage client expectations and make approval communications more transparent.

Join our demo and you'll:
  • Get answers to any questions you have about ApprovalMax
  • See how easy it can be to set up an approval matrix for POs and invoices
  • Discover what your approval workflow could look like on our web and mobile app
  • Review our integrations with OCR and payment solutions 
Book a demo
integrations

Set up an approval workflow

Create an automated workflow tailored exactly to your organisation’s needs and policies

Add any number of approval steps

You can have as many steps as you like, just add the required number to reflect your approval process.

Select approvers for each step

Add the approvers and specify which person is to approve which documents: e.g. the Marketing Director approves all the Marketing Department’s expenses.

Set up an approval matrix for each step

Every approval step has its own approval rules and you can add as many approvers as you like to each of them.

Automate audit trails & reporting

Get automated audit trails and set up adjustable reports

Automated audit reports

For each approved document a detailed audit report is created automatically and posted to the general ledger along with it.

Approve payables and receivables

Review and approve POs, bills, sales quotes and sales invoices wherever you are

Approve in the web app

Use the “Requires my decision” folder to go through all documents awaiting your approval.

Approve from an email

You’ll have all document details in the email notification and can use its “Approve” or “Reject” button to make your decision there and then.

Approve via our mobile app

You don’t need to be at the office to approve - with our mobile app you have all documents awaiting your approval including the relevant data at hand and can make your decision on the go whenever you have a minute.

Save up to 50 hours per month with approval automation
Unlimited seats for all plans. Free 14-day trial.
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integrations

ApprovalMax
is a multi-award winner

Global App Partner of the Year Finalist 2023 & 2024
Xero App Partner of the Year 2022
Xero App Partner of the Year 2021
Xero App Partner of the Year 2020
440+ 5-Star Xero Ratings
Frame 1686561035
4.8-Star Capterra Ratings
ApprovalMax
in Numbers
Join 15,000+ businesses worldwide using ApprovalMax for
stronger financial controls. In the last year, we’ve processed:
11.5m+
requests
8.5m+
bills
430k+
sales invoices
1.9m+
purchase orders
28k+
vendor requests
Automating approvals and processes can save a lot of time and, therefore, money. One of our customers with 30 staff actually reduced costs by 39,000 AUD per year. We measure the time spent, so, the larger a business is, the bigger the savings. Another great example is a business with over 140 staff that achieved a total reduction of over 150,000 AUD per year. Implementing the solution here meant 2.5 days a week of the accounts administrator’s time could be reallocated to other activities.
Trent Todd
Trent Tood
Technical director, TINKA Consulting
ApprovalMax provides exactly what we need. Since Xero does not have a very good approval process in place, ApprovalMax takes care of this really well. You can set it up in 5 minutes and the integration works a treat. No more bugging Approvers to have them log into Xero and sort out approvals!
David Wieseneck
VP Finance, LETGO
Proud of our history and prouder still of our forward-thinking capabilities, we've kept our finger firmly on the pulse of technological trends and how they apply to our clients' specific business case requirements. Complementing a cloud accounting platform with an approval management app is very rewarding. It boosts productivity and helps you establish a proactive, real-time decision-making process that ensures better process efficiency and higher executive accountability
Rick Hemphill
Rick Hemphill
Associate Director, Business and Private Client Advisory, SW

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